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市場調查報告書
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1683897

東協快遞包裹 (CEP):市場佔有率分析、行業趨勢和統計、成長預測(2025-2030 年)

ASEAN Courier, Express, and Parcel (CEP) - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)

出版日期: | 出版商: Mordor Intelligence | 英文 380 Pages | 商品交期: 2-3個工作天內

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簡介目錄

預計 2025 年東協快遞包裹 (CEP) 市場規模將達到 166.8 億美元,到 2030 年預計將達到 235.1 億美元,預測期內(2025-2030 年)的複合年成長率為 7.11%。

東協快遞、快遞與包裹 (CEP)-市場-IMG1

電子商務潛力不斷成長,推動國內 CEP 市場佔據行業主導地位

  • 2023年7月,阿里巴巴集團旗下物流部門菜鳥集團在印尼雅加達開設了第一家倉庫,作為其區域擴大策略的一部分。新成立的菜鳥芝卡朗物流園將成為菜鳥樞紐(cHubs)東南亞網路中的第三座倉庫。該計劃位於雅加達東部勿加泗縣的GIIC Deltamas Cikarang,佔地320,000平方公尺,擁有六個倉庫,佔地170,000平方公尺。
  • 預計到 2023 年,電子商務將成為泰國國內和國際 CEP 市場成長的關鍵催化劑,規模將激增至 164.1 億美元。預計到 2027 年,這一數字將達到 248.1 億美元。泰國對 CEP 配送的需求主要來自電子產品、個人和家居用品、食品和飲料、玩具、愛好和 DIY 產品。泰國電子商務市場的用戶預計將大幅增加,到 2028 年將達到 1,519 萬人。用戶滲透率預計將從 2024 年的 20.6% 增加到 2028 年的 24.8%。

電子宅配車輛的引入和貨運村的建立將推動當地市場的需求。

  • 該地區的小包裹數量主要受到主導小包裹流量和其他終端用戶的激增所推動。越南採取了多項措施來加強航空和公路小包裹遞送。例如,2021年至2030年期間,越南將進行多項重大工程以加強機場基礎設施​​,其中規模最大的是河內機場和現有的胡志明市機場,投資額達96億美元。此外,在2018年,全球宅配業者DH推出了一款電動車,以實現更有效率的公路運輸。
  • 2015年,大型宅配UPS進入緬甸,並進行快遞服務。該快遞服務在 1-3 個工作天內連接亞洲、歐洲和美國,方便進出緬甸的運輸。 2019 年,泰國郵政採用了試驗計畫,使用電動貨車運送小包裹,以減少碳足跡,目標是到 2050 年將其運送方式轉變為使用電動車隊。 DHL 還計劃在 2023 年將其在泰國的電動車隊增加到 71 輛。

東協快遞包裹 (CEP) 市場趨勢

在政府基礎建設計劃,對東南亞國協的直接投資不斷增加,推動經濟成長

  • 2024年5月,日本政府宣布貸款約1,407億日圓(9億美元),用於興建印尼雅加達高鐵線。東西鐵路計劃全長 84.1 公里,將於 2026 年至 2031 年間分兩階段完工。新鐵路線的列車和號誌系統將採用日本技術。透過這些努力,預計運輸和倉儲業將對GDP做出貢獻。
  • 2024 年 2 月,運輸部宣布計劃在 2025年終投資 188.3 億美元用於約 150 個交通計劃,以加強泰國的基礎設施。 2024 年將有 64 個計劃開工,另有 31 個計劃(價值 112.3 億美元)正在籌備中。 2025年計畫上馬57個新計畫,總投資75.9億美元。這些舉措包括18個公路計劃、9個鐵路計劃和一個區域港口發展計劃,旨在加強運輸和倉儲行業未來對GDP的貢獻。

伊朗與以色列衝突和烏克蘭與俄羅斯戰爭對東南亞國協的影響,導致燃料價格上漲和供應鏈中斷。

  • 在殼牌和雪佛龍最近退出後,印尼加大了鑽探和探勘,預計 2024 年其石油和天然氣行業的投資將成長 29%。在石化燃料計劃資金籌措日益困難的情況下,這項措施對於印尼應對長期產量下滑至關重要。埃尼、埃克森美孚和英國石油等外國公司將貢獻2024年計畫投資的40%。同樣在2024年初,石油和天然氣部宣布,儘管伊朗-以色列衝突有可能將原油價格推高至每桶100美元,但加油站的燃油價格至少在2024年6月之前將保持穩定。
  • 作為馬來西亞總理安瓦爾·易卜拉欣 (Anwar Ibrahim) 改革長期燃油補貼制度的努力的一部分,2024 年 6 月馬來西亞的柴油價格上漲了 50% 以上。改革旨在透過取消普遍能源補貼、將援助重點放在最需要的人身上來減輕國家財政壓力。此舉也旨在解決補貼柴油被走私到鄰國並以高價交易的問題。

東協快遞包裹 (CEP) 產業概覽

東協快遞包裹(CEP)市場由五大參與者組成(按字母順序排列):DHL集團、聯邦快遞、J&T Express、順豐速遞(KEX-SF)和美國聯合包裹服務公司(UPS)。

其他福利:

  • Excel 格式的市場預測 (ME) 表
  • 3 個月的分析師支持

目錄

第 1 章執行摘要和主要發現

第2章 報告要約

第 3 章 簡介

  • 研究假設和市場定義
  • 研究範圍
  • 調查方法

第4章 產業主要趨勢

  • 人口統計
  • 按經濟活動分類的 GDP 分佈
  • 經濟活動帶來的 GDP 成長
  • 通貨膨脹率
  • 經濟表現及概況
    • 電子商務產業趨勢
    • 製造業趨勢
  • 交通運輸倉儲業生產毛額
  • 出口趨勢
  • 進口趨勢
  • 燃油價格
  • 物流績效
  • 基礎設施
  • 法律規範
    • 印尼
    • 馬來西亞
    • 菲律賓
    • 泰國
    • 越南
  • 價值鏈與通路分析

第5章 市場區隔

  • 目的地
    • 國內的
    • 國際的
  • 送貨速度
    • 表達
    • 非快遞
  • 模型
    • 企業對企業 (B2B)
    • 企業對消費者 (B2C)
    • 消費者對消費者(C2C)
  • 運輸重量
    • 重型貨物
    • 輕型貨物
    • 中等重量貨物
  • 運輸方式
    • 航空郵件
    • 其他
  • 最終用戶
    • 電子商務
    • 金融服務(BFSI)
    • 衛生保健
    • 製造業
    • 一級產業
    • 批發零售(線下)
    • 其他
  • 國家名稱
    • 印尼
    • 馬來西亞
    • 菲律賓
    • 泰國
    • 越南
    • 其他東南亞國協

第6章 競爭格局

  • 主要策略趨勢
  • 市場佔有率分析
  • 業務狀況
  • 公司簡介
    • BEST Inc.
    • City-Link Express
    • CJ Logistics Corporation
    • DHL Group
    • FedEx
    • J&T Express
    • JWD Group
    • Ninja Van
    • POS Malaysia Bhd
    • PT Pos Indonesia(Persero)
    • SF Express(KEX-SF)
    • SkyNet Worldwide Express
    • Thailand Post
    • United Parcel Service of America, Inc.(UPS)
    • Vietnam Posts and Telecommunications Group(including Vietnam Post Corporation)
    • ViettelPost

第7章:執行長的關鍵策略問題

第 8 章 附錄

  • 世界概況
    • 概述
    • 五力分析框架
    • 全球價值鏈分析
    • 市場動態(DRO)
    • 技術進步
  • 資訊來源和進一步閱讀
  • 圖表清單
  • 關鍵見解
  • 資料包
  • 詞彙表
簡介目錄
Product Code: 50001565

The ASEAN Courier, Express, and Parcel (CEP) Market size is estimated at 16.68 billion USD in 2025, and is expected to reach 23.51 billion USD by 2030, growing at a CAGR of 7.11% during the forecast period (2025-2030).

ASEAN Courier, Express, and Parcel (CEP) - Market - IMG1

Rising e-commerce potential is boosting the domestic CEP market, which dominates the industry

  • In July 2023, Cainiao Group, the logistics arm of Alibaba Group, inaugurated its first warehouse in Jakarta, Indonesia, as part of its regional expansion strategy. The newly established Cainiao Cikarang Logistics Park is the third warehouse in its Southeast Asian network of Cainiao Hubs (cHubs). Situated in GIIC Deltamas Cikarang, Bekasi Regency, east of Jakarta, the project spans 320,000 sqm, housing 6 warehouses across 170,000 sqm.
  • In 2023, e-commerce emerged as a pivotal catalyst for the growth of both domestic and international CEP markets in Thailand, surging to USD 16.41 billion. This figure is projected to reach USD 24.81 billion by 2027. The demand for CEP deliveries in Thailand is primarily driven by electronics, personal and household items, food and beverages, as well as toys, hobbies, and DIY products. The e-commerce market in Thailand is expected to witness a significant rise in users, reaching an estimated 15,190,000 by 2028. User penetration is forecasted to increase from 20.6% in 2024 to 24.8% by 2028.

Adoption of e-delivery vehicles, establishment of cargo villages among drivers of regional market demand

  • The parcel volume in the region was driven mainly by surge in e-commerce-led parcel shipments along with other end users. Several initiatives are being undertaken to strengthen air and road deliveries of parcels in Vietnam. For instance, for 2021-2030, major works for strengthening airport infrastructure are underway, the biggest of which is at the Hanoi and existing Ho Chi Minh City airports, with an investment worth USD 9.6 billion. Also, in 2018, DH, a global courier, launched electric vehicles for the efficient delivery by road.
  • In 2015, UPS, a leading parcel giant, ventured into Myanmar with its express delivery service. The express services facilitate businesses to deliver across and beyond Myanmar, with transit times between 1 and 3 business days across Asia, Europe, and the United States. In 2019, Thailand Post adopted a pilot program to deliver parcels through electric vans to reduce its carbon footprint and aims to transform its deliveries through electric fleets by 2050. Also, DHL aims to increase its EV fleet in Thailand to 71 by 2023.

ASEAN Courier, Express, and Parcel (CEP) Market Trends

Rising FDI in ASEAN countries supported by infrastructure construction projects by country governments driving economic growth

  • In May 2024, the Japanese government announced a loan of about JPY140.7 billion (USD 900 million) to build a high-speed rail line in Jakarta, Indonesia. The East-West rail project will cover 84.1 km and be completed in two phases, starting in 2026 and finishing by 2031. The new rail line will feature Japanese technology for trains and signaling systems. Such initiatives are expected to boost GDP contribution from transport and storage sector.
  • In February 2024, the Transport Ministry announced plans to invest USD 18.83 billion in around 150 transport projects by the end of 2025 to enhance Thailand's infrastructure. In 2024, 64 projects will commence, with an additional 31 projects valued at USD 11.23 billion in the pipeline. For 2025, there are 57 new projects planned, totaling USD 7.59 billion. These initiatives include 18 motorway projects, 9 railway projects, and plans for regional port development, all aimed at bolstering the transport and storage sector's contribution to GDP in the future.

Impact of the Iran-Israel conflict and Ukraine-Russia war on ASEAN countries led to increased fuel prices and supply chain disruptions

  • Indonesia expects a 29% increase in oil and gas sector investments in 2024 to boost drilling and exploration after Shell and Chevron's recent exits. This push is vital for Indonesia to counter a long-term decline in output amid rising financing challenges for fossil fuel projects. Foreign companies like Eni, Exxon Mobil, and BP will contribute 40% of 2024's planned investments. Also, in early 2024, the Ministry of Oil and Gas announced that fuel prices at gas stations will stay stable until at least June 2024, despite the Iran-Israel conflict potentially raising oil prices to USD 100 per barrel.
  • Diesel prices in Malaysia surged by over 50% in June 2024 as part of Prime Minister Anwar Ibrahim's efforts to reform the country's long-standing fuel subsidy system. The restructuring aimed to alleviate pressure on national finances by eliminating universal energy subsidies and focusing assistance on those most in need. This move also aims to address issues like the smuggling of subsidized diesel to neighboring countries, where it fetches higher prices.

ASEAN Courier, Express, and Parcel (CEP) Industry Overview

The ASEAN Courier, Express, and Parcel (CEP) Market is moderately consolidated, with the major five players in this market being DHL Group, FedEx, J&T Express, SF Express (KEX-SF) and United Parcel Service of America, Inc. (UPS) (sorted alphabetically).

Additional Benefits:

  • The market estimate (ME) sheet in Excel format
  • 3 months of analyst support

TABLE OF CONTENTS

1 EXECUTIVE SUMMARY & KEY FINDINGS

2 REPORT OFFERS

3 INTRODUCTION

  • 3.1 Study Assumptions & Market Definition
  • 3.2 Scope of the Study
  • 3.3 Research Methodology

4 KEY INDUSTRY TRENDS

  • 4.1 Demographics
  • 4.2 GDP Distribution By Economic Activity
  • 4.3 GDP Growth By Economic Activity
  • 4.4 Inflation
  • 4.5 Economic Performance And Profile
    • 4.5.1 Trends in E-Commerce Industry
    • 4.5.2 Trends in Manufacturing Industry
  • 4.6 Transport And Storage Sector GDP
  • 4.7 Export Trends
  • 4.8 Import Trends
  • 4.9 Fuel Price
  • 4.10 Logistics Performance
  • 4.11 Infrastructure
  • 4.12 Regulatory Framework
    • 4.12.1 Indonesia
    • 4.12.2 Malaysia
    • 4.12.3 Philippines
    • 4.12.4 Thailand
    • 4.12.5 Vietnam
  • 4.13 Value Chain & Distribution Channel Analysis

5 MARKET SEGMENTATION (includes Market Value in USD, Forecasts up to 2030 and analysis of growth prospects)

  • 5.1 Destination
    • 5.1.1 Domestic
    • 5.1.2 International
  • 5.2 Speed Of Delivery
    • 5.2.1 Express
    • 5.2.2 Non-Express
  • 5.3 Model
    • 5.3.1 Business-to-Business (B2B)
    • 5.3.2 Business-to-Consumer (B2C)
    • 5.3.3 Consumer-to-Consumer (C2C)
  • 5.4 Shipment Weight
    • 5.4.1 Heavy Weight Shipments
    • 5.4.2 Light Weight Shipments
    • 5.4.3 Medium Weight Shipments
  • 5.5 Mode Of Transport
    • 5.5.1 Air
    • 5.5.2 Road
    • 5.5.3 Others
  • 5.6 End User Industry
    • 5.6.1 E-Commerce
    • 5.6.2 Financial Services (BFSI)
    • 5.6.3 Healthcare
    • 5.6.4 Manufacturing
    • 5.6.5 Primary Industry
    • 5.6.6 Wholesale and Retail Trade (Offline)
    • 5.6.7 Others
  • 5.7 Country
    • 5.7.1 Indonesia
    • 5.7.2 Malaysia
    • 5.7.3 Philippines
    • 5.7.4 Thailand
    • 5.7.5 Vietnam
    • 5.7.6 Rest of ASEAN

6 COMPETITIVE LANDSCAPE

  • 6.1 Key Strategic Moves
  • 6.2 Market Share Analysis
  • 6.3 Company Landscape
  • 6.4 Company Profiles
    • 6.4.1 BEST Inc.
    • 6.4.2 City-Link Express
    • 6.4.3 CJ Logistics Corporation
    • 6.4.4 DHL Group
    • 6.4.5 FedEx
    • 6.4.6 J&T Express
    • 6.4.7 JWD Group
    • 6.4.8 Ninja Van
    • 6.4.9 POS Malaysia Bhd
    • 6.4.10 PT Pos Indonesia (Persero)
    • 6.4.11 SF Express (KEX-SF)
    • 6.4.12 SkyNet Worldwide Express
    • 6.4.13 Thailand Post
    • 6.4.14 United Parcel Service of America, Inc. (UPS)
    • 6.4.15 Vietnam Posts and Telecommunications Group (including Vietnam Post Corporation)
    • 6.4.16 ViettelPost

7 KEY STRATEGIC QUESTIONS FOR CEP CEOS

8 APPENDIX

  • 8.1 Global Overview
    • 8.1.1 Overview
    • 8.1.2 Porter's Five Forces Framework
    • 8.1.3 Global Value Chain Analysis
    • 8.1.4 Market Dynamics (DROs)
    • 8.1.5 Technological Advancements
  • 8.2 Sources & References
  • 8.3 List of Tables & Figures
  • 8.4 Primary Insights
  • 8.5 Data Pack
  • 8.6 Glossary of Terms